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Alta Via Financial Planning CRD 325321
23 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Seattle, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-24 |
| WA | RA | APPROVED | 2023-07-25 |
Branch Locations
2366 Eastlake Avenue E Ste 426, Seattle, WA 98102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blue Canoe Financial Planning, Inc. | Seattle | WA | 01/2016 | 07/2017 |
| 603 Financial, Inc. Dba Goddard Financial Planning | Seattle | WA | 07/2017 | 02/2021 |
| 603 Financial, Inc. Dba Arrivity Financial Planning | Seattle | WA | 02/2021 | 12/2022 |
| Alta Via Financial Planning Llc | Seattle | WA | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-17 |
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